AWA

Aletheian Wealth Advisors Portfolio holdings

AUM $203M
1-Year Est. Return 13.71%
This Quarter Est. Return
1 Year Est. Return
+13.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$6.11M
2 +$1.41M
3 +$1.24M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$782K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$628K

Sector Composition

1 Technology 5.62%
2 Financials 5.14%
3 Consumer Discretionary 2.55%
4 Communication Services 2.29%
5 Healthcare 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$74.3K 0.05%
1,469
77
-6,089
78
-12,181